Realta Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Sell |
2,015
-37
| -2% | -$10.9K | 0.23% | 89 |
|
|
2025
Q1 | $510K | Sell |
2,052
-496
| -19% | -$123K | 0.23% | 105 |
|
|
2024
Q4 | $567K | Buy |
2,548
+1,335
| +110% | +$297K | 0.23% | 91 |
|
|
2024
Q3 | $285K | Sell |
1,213
-3,744
| -76% | -$881K | 0.13% | 148 |
|
|
2024
Q2 | $857K | Buy |
4,957
+430
| +9% | +$74.4K | 0.17% | 138 |
|
|
2024
Q1 | $864K | Sell |
4,527
-1,726
| -28% | -$330K | 0.18% | 135 |
|
|
2023
Q4 | $1.02M | Sell |
6,253
-1,676
| -21% | -$274K | 0.23% | 109 |
|
|
2023
Q3 | $1.06M | Sell |
7,929
-540
| -6% | -$72.3K | 0.24% | 97 |
|
|
2023
Q2 | $1.13M | Sell |
8,469
-1,022
| -11% | -$137K | 0.25% | 92 |
|
|
2023
Q1 | $1.24M | Sell |
9,491
-187
| -2% | -$24.5K | 0.3% | 83 |
|
|
2022
Q4 | $1.36M | Buy |
9,678
+127
| +1% | +$17.9K | 0.33% | 69 |
|
|
2022
Q3 | $1.14M | Sell |
9,551
-119
| -1% | -$14.1K | 0.3% | 77 |
|
|
2022
Q2 | $1.37M | Buy |
9,670
+1,128
| +13% | +$159K | 0.33% | 64 |
|
|
2022
Q1 | $1.11M | Buy |
8,542
+992
| +13% | +$129K | 0.22% | 99 |
|
|
2021
Q4 | $1.01M | Buy |
7,550
+451
| +6% | +$60.3K | 0.22% | 109 |
|
|
2021
Q3 | $943K | Buy |
7,099
+1,129
| +19% | +$150K | 0.22% | 114 |
|
|
2021
Q2 | $837K | Sell |
5,970
-497
| -8% | -$69.7K | 0.2% | 132 |
|
|
2021
Q1 | $824K | Sell |
6,467
-335
| -5% | -$42.7K | 0.22% | 123 |
|
|
2020
Q4 | $819K | Buy |
6,802
+2,651
| +64% | +$319K | 0.23% | 103 |
|
|
2020
Q3 | $483K | Buy |
4,151
+14
| +0.3% | +$1.63K | 0.16% | 152 |
|
|
2020
Q2 | $478K | Buy |
4,137
+1,050
| +34% | +$121K | 0.16% | 172 |
|
|
2020
Q1 | $327K | Sell |
3,087
-1,328
| -30% | -$141K | 0.14% | 196 |
|
|
2019
Q4 | $570K | Sell |
4,415
-1,246
| -22% | -$161K | 0.16% | 167 |
|
|
2019
Q3 | $787K | Sell |
5,661
-2,135
| -27% | -$297K | 0.21% | 102 |
|
|
2019
Q2 | $1.03M | Buy |
7,796
+481
| +7% | +$63.5K | 0.29% | 74 |
|
|
2019
Q1 | $989K | Buy |
+7,315
| New | +$989K | 0.45% | 45 |
|